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Thoughtful retirement and legacy planning for retirees who deserve real guidance.

Retirement & Legacy Planning
The retirement you built deserves real care.
Retirement is not the end of planning. It is the beginning of a new set of decisions, ones that shape how you live and what you leave behind. You deserve a partner who treats those decisions with the attention they deserve.
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You worked your whole life for this.
For decades you saved, planned, and put others first. Now the question changes. It is no longer how much you can build. It is how you use what you have built to live well, protect the people you love, and move through these years with confidence.
Too many retirees are handed a statement and left to figure out the rest alone. That is not planning. That is paperwork.
You deserve more than that.
A retired couple enjoying their later years
What we plan together
Retirement income
Turning what you saved into a paycheck that lasts. A clear, dependable plan for how money comes in each month.
Social Security timing
One decision that affects the rest of your life. We make it with intention, not guesswork.
Healthcare and Medicare
Understanding your coverage and the costs that come with it, so nothing catches you off guard.
Tax-smart withdrawals
The order you draw from your accounts matters. We structure it to keep more of what is yours.
Estate and legacy
Making sure your wishes are clear and your loved ones are cared for, without confusion or delay.
Ashten Barber reviewing retirement documents with a couple
Planning with a partner, not a salesperson
My role is simple. I bring clarity to complex situations and give you a clear path forward.
You will never get a sales pitch from me. You will get honest guidance, proactive direction, and a plan built around your life, not a product.
Clarity removes anxiety. Strategy prevents expensive mistakes. You deserve both.
This kind of care should not be reserved for the wealthy.
Real financial guidance is not a luxury. Every person who spent a lifetime working deserves a plan, a partner, and the peace of mind that comes with both.
That belief is at the heart of Eclipse. Whatever you have built, large or modest, you deserve to understand it, protect it, and enjoy it.
Multiple generations of a family together
Let's build a plan for the years ahead.
A conversation is the best place to start. No pressure, no obligation. Just clarity about where you stand and where you can go.
Schedule a Complimentary Review
Planning is $2,700 one time, or $330 a month. See pricing